Step-by-Step Guide to Adding and Managing New Currencies in Your Interface

BizCRM App

Navigate to the "Currency Settings" section on the left sidebar.
Click on the highlighted "Currency Settings" link to access the currency management interface.
Review the current currencies listed, including their names, codes, exchange rates, and formats.
Prepare to add a new currency by clicking on the "Add New Currency" button highlighted in red.

Navigate to the Currency Settings section.
Click on the Add New Currency button highlighted in red.
This will open a form where you can enter details for the new currency.
Required fields include:
- Currency Name*: Enter the name of the currency.
- Currency Code*: Specify the currency code (e.g., USD, EUR).
- Exchange Rate*: Input the exchange rate relative to your default currency.
Ensure all mandatory fields marked with an asterisk (*) are filled before proceeding.

Click on the "Currency Name *" field to enter the name of the new currency.
Ensure the field is marked with an asterisk (*) indicating it is a required input.
After clicking, type the desired currency name (e.g., Dollar).
Proceed to fill in other required fields such as "Currency Code *" and "Currency Symbol."
Review the highlighted area for additional settings related to currency format.

Click on the "Currency Name *" field to enter the name of the currency you wish to add.
Ensure that this field is filled as it is marked with an asterisk (*), indicating it is required.
Proceed to fill in the "Currency Code *" and "Currency Symbol *" fields in the subsequent steps.
Review the "Is Cryptocurrency?" option to specify if the currency is a cryptocurrency.
Check the "Exchange Rate" field for fetching the latest rates if applicable.

Locate the "Currency Symbol *" field in the form.
Click on the field to activate it.
Enter the symbol for the currency you are adding (e.g., $, €, £).
Ensure that this field is marked with an asterisk (*) indicating it is required.
Proceed to the next step by clicking on "Currency Code *" after filling in the symbol.

Locate the "Currency Code *" field in the form.
Click on the field to activate it.
Enter the appropriate currency code (e.g., USD, EUR).
Ensure the field is marked with an asterisk (*) indicating it is required.
Review other related fields for additional information, such as "Currency Name" and "Currency Symbol."
Proceed to the next step by clicking on "Is Cryptocurrency."

Select either "Yes" or "No" for the "Is Cryptocurrency" option.
Ensure that you have filled in the required fields marked with an asterisk (*).
Review any additional settings for currency format below this section.
After making your selection, proceed to the next step by clicking on "Exchange Rate *".

Locate the "Exchange Rate *" field in the form.
Click on the field to enter the exchange rate for the currency.
You can also click the "Fetch latest exchange rates" link to automatically retrieve the current exchange rate.
Ensure that the field is filled in as it is marked with an asterisk (*) indicating it is required.

In the "Add New Currency" form, locate the Currency Position dropdown.
Click on the dropdown to reveal options for positioning the currency.
Select your preferred position (e.g., Left, Right) for the currency symbol.
Ensure all required fields marked with an asterisk (*) are filled out before proceeding.
After selecting, continue to the next step by clicking on Thousand Separator.

In the "Currency Format Settings" section, locate the "Thousand Separator" field.
Click on the highlighted area to enter the desired separator (e.g., comma, period).
Ensure that the separator aligns with your currency formatting preferences.
This setting will affect how large numbers are displayed in your currency format.

Locate the "Decimal Separator" field in the Currency Format Settings section.
Click on the highlighted area to activate the input for the decimal separator.
Enter the character you wish to use as the decimal separator (e.g., a period or comma).
Ensure that the input is clear and matches your desired currency format.
Review the example provided to confirm the correct format before proceeding.

Locate the "Number of Decimals" field within the "Add New Currency" form.
Click on the highlighted area to activate the input field.
Enter the desired number of decimal places for the currency format.
Ensure that the input meets any specified requirements (e.g., numeric values).
Proceed to the next step by clicking on "Save" to finalize your currency settings.